Funds From: wctmx - Waddell & Reed Tax Managed Eq C - Morningstar 3 Star Rated Fund to scbcx - Legg Mason Lifestyle Allocation 50% C - Morningstar 3 Star Rated Fund


  • Holdings: MasterCard Incorporated Class A, Apple Inc, Visa, Inc., CBS Corporation Class B, Las Vegas Sands Corp
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for wctmx investment picks
  • Holdings: Commonwealth Bank of Australia, Nippon Building Fund Inc, Syngenta AG, BT Group PLC, CSL Limited
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for iiesx investment picks
  • Holdings: Equity, Bond, Mbx.Fn30.500.10 R Usl1m P 01/12/41 Bc
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for pgglx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for pcaix investment picks
  • Holdings: Apple Inc, Philip Morris International, Inc., Google, Inc. Class A, Oracle Corporation, eBay Inc
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for agryx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for lhybx investment picks
  • Holdings: Motorola Solutions, Inc., Edenred SA, Solera Holdings, Inc., Brookfield Infrastructure Partners LP, Illumina, Inc.
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for itsax investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for okmux investment picks
  • Holdings: Equity, Bond, Dryden Core Invt, Exxon Mobil Corporation, Apple Inc
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pabcx investment picks
  • Holdings: MasterCard Incorporated Class A, Apple Inc, Visa, Inc., CBS Corporation Class B, Las Vegas Sands Corp
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for wbtmx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for savbx investment picks
  • Holdings: Equity, Bond
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for mhiix investment picks
  • Holdings: A.O. Smith Corporation, WEX Inc, Akorn, Inc., Portfolio Recovery Associates, Inc., Salix Pharmaceuticals, Ltd.
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for oricx investment picks
  • Holdings: Roper Industries, Inc., Mylan Inc, Lam Research Corporation, Jacobs Engineering Group, Synopsys
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for frscx investment picks
  • Holdings: Equity, Bond
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for einax investment picks
  • Holdings: Ryder System Inc, TAL International Group, Inc., Team Health Holdings Inc, EMCOR Group, Inc., Chicago Bridge & Iron Company
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for lrsbx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for sihbx investment picks
  • Holdings: Equity, Bond, Western Asset Core Plus Bond IS, Western Asset Total Return Uncons IS, Western Asset High Yield IS, Legg Mason Strategic Real Return IS, Legg Mason Batterymarch Intl Eq IS
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbcpx investment picks
  • Holdings: Diageo PLC, Anheuser-Busch Inbev SA, Bayer AG, Safran SA, Telstra Corp Ltd
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for waicx investment picks
  • Holdings: Anheuser-Busch Inbev SA ADR, JPMorgan Chase & Co, Harley-Davidson Inc, Pall Corporation, CBS Corporation Class B
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for unibx investment picks
  • Holdings: Exxon Mobil Corporation, Apple Inc, International Business Machines Corp, Pfizer Inc
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gssbx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for pbmux investment picks
  • Holdings: Exxon Mobil Corporation, Chevron Corp, Schlumberger NV, ConocoPhillips, Occidental Petroleum Corporation
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for ryeax investment picks
  • Holdings: Spirit Airlines Inc, DigitalGlobe Inc, Tenneco Inc, KapStone Paper And Packaging Corporation, Methanex Corporation
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for ihsax investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, Coca-Cola Co, Oracle Corporation, Gilead Sciences Inc
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ftqbx investment picks
  • Holdings: Apple Inc, Chevron Corp, Google, Inc. Class A, Citigroup Inc, Verizon Communications Inc
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pctmx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for wfipx investment picks
  • Holdings: Equity, Bond, Principal Income Inst, Principal Government & High Qual Bd Inst, Principal Equity Income Inst, Principal Diversified Intl Inst, Principal Short-Term Income Inst
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbipx investment picks
  • Holdings: Chevron Corp, Goldman Sachs Group Inc, Verizon Communications Inc, Honeywell International, Inc., Walgreen Company
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for cgryx investment picks
  • Holdings: Equity, Bond, Western Asset Core Plus Bond IS, Western Asset Total Return Uncons IS, ClearBridge Appreciation IS, Legg Mason Batterymarch US Lg Cap Eq IS, Legg Mason BW Diversified Lg Cp Val IS
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for scbcx investment picks
Start Premium Trial Register For Free

P F Fund Financial Data (13,000+ funds)
P F Stock Financial Data (7,000+ stocks)
P F Stock and Fund Screeners (basic)
P F Investing Articles and Market Commentary
P F Articles Archive (>30 days)
P F Discuss (dozens of stock, fund, bond, and general bulletin boards)
P F Portfolio Manager (basic)
P F Morningstar Investment Classroom
P F Morningstar Investing Classroom Rewards (earn as you learn and redeem for Morningstar merchandise)
P   Morningstar Fund Analyst Reports (full research on 2,000 funds and ETFs)
P   Morningstar Stock Analyst Reports (full research on 2,000 stocks)
P   Morningstar Stock and Fund Stewardship Grades
P   Portfolio Manager (advanced with 10 x-ray analyses, including guidance)
P   Portfolio Monitor (monthly and on-demand personalized portfolio statements)
P   Morningstar Proprietary Stock Information (stock star ratings, buy/sell prices, economic moat ratings, and more)
P   Morningstar Stock and Fund Favorites & Red Flags eNewsletters
P   Premium Stock and Fund Screeners (advanced with nearly infinite ways to find the best securities for you)
P   Discounts on Morningstar newsletters, books, seminars, and more

Sign-up to Morningstar


Basic Access

Articles and Videos
Morningstar video reports, articles, data, and tools. Dig into our lineup of e-newsletters and investing classroom courses outlining sensible strategies for maximizing your investments.
Morningstar Discuss
Follow the buzz on individual stocks or fund families. Plus, read the latest posts from Morningstar members and analysts.
Portfolio Manager
Track your investments and watch lists with our Portfolio Manager. Customize your view with our comprehensive stock, fund, and ETF data.

Access these features and more when you sign up for Free Membership.
Join Morningstar today. It's Free.

Unlimited Access

Analyst Research
Gather in-depth, actionable insight on over 3,700 stock and mutual funds covered by Morningstar analysts. View our mutual fund Analyst Reports favored by professionals, savvy experienced investors, and new investors researching options for retirement savings, college plans, or other investment needs.
Portfolio X-Ray®
Ensure your portfolio is positioned exactly how you want with Morningstar's X-Ray Interpreter and Stock Intersection tools. A Barron's "Best of the Web" award winner for five years running, X-Ray Interpreter goes under the hood of your portfolio to provide a useful allocation, sector, and geographic analysis. And you can discover how much of a stock you really own, individually and through mutual funds, with Stock Intersection.
Investment Picks
Find new 5-star stocks (greatly undervalued companies) to consider daily. Our 5-star stock rating is a proven winner, consistently beating benchmarks like the S&P 500. Plus, browse our Fund Analyst Picks and Stewardship Grades to find shareholder-friendly mutual funds that are poised for outperformance.
Portfolio Monitor
Get a clear view of your investments with personalized reports about your portfolio. Receive monthly statements and generate reports on-demand to help you stay on track to meet your investment goals.

Access these features and more when you sign up for Premium Membership.
Start your free 14-day trial today online
Your subscription may be tax deductible. Please contact your tax advisor.

Funds From: wctmx - Waddell & Reed Tax Managed Eq C - Morningstar 3 Star Rated Fund to scbcx - Legg Mason Lifestyle Allocation 50% C - Morningstar 3 Star Rated Fund
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity